Member Info for JPP8788

12m sell

Peel out?

Peel just disappeared off the ask....

Fully expect nasdaq to get chased up again today

So let's just assume the £5.5m has mysteriously vanished.

We still have a TAO treasury worth £4.7m

And, crucially, that treasury appears to be growing at 128 TAO a day (£33k a day) - that's before the subnet pumped 40% this morning and before Sigma Arena is even launched. At £33k daily, we would have a TAO treasury of £16.5m by this time this next year.

I appreciate it haven't factored in the upcoming halving... but then I've done the maths on a TAO price of $330... and also not factored in the 40% rise in subnet this morning or the upcoming SigmaArena launch.

I also make it £12m+ annually.

Probably more now with the subnet flying - Sigma isn't even launched yet !

WeCap will 100% look to sell shares off-book as they have their DCB to pay in June 2026. If obtaining cash was an issue, they'd have raised a LOT more than £100k last week.

11/11/25:

"As at 11 November 2025, this had increased to 1,368.2 TAO, representing an approximate 1,013% growth in TAO holdings derived solely from subnet emissions."

20/11/25:

"The Company now holds TAO only:

● 2,398.5 TAO generated through subnet emissions;"

It's 1030.3 made over 8 days, so maths not quite right.. but the points you make otherwise are absolutely correct

128.78 TAO average daily earnings over last 8 days. Likely to be much higher now the subnet has had a rocket up its ar*e

If they want to open it up at 3.6p to buy then I'll be first in the queue.

Aha - at 3p they'll get absolutely rinsed.

Based on a $2b mcap:

"Comparison to Current Share Price & Upside Potential

Current WCAP share price is ~2.45 GBX = £0.0245 per share.

StockAnalysis

Your implied fair price (based purely on WeShop valuation) of ~45.7p is ~18–19× higher than where WeCap currently trades."

Sorry,

* when the US price was $50

When the US price was 11 dollars, many of us were shouting from the rooftops "this should be 11p, not 2p"

And here we are. Wecap investment worth £177 MILLION POUNDS @ $200 a share.

Madness.

WeShop have first mover advantage into the "shopper and shareholder" model. US customers appear to like it very much!

If this doesn't do 10-15p today then I give up.

Interesting that the BTC, SOL and ETH appear to have all been sold at a loss. Strikes me as a bit of a all-in approach on TAO

Still NO mention of any cash holdings

It's JPP, but you're nearly there.

Of course I know "the US" allow trades after closer

... my whole point was that it dropped 50% off £2m AFTER HOURS.

The preceding volume for the session was roughly 25x that.. but yes, let's see who's right at 2pm tomorrow shall we?

Well put it this way....

It closed at $220 as the final buy, then has basically halved in price off around £2m worth of volume.

If you genuinely think a share can almost half in price from what it closed at, losing ONE BILLION pounds from its mcap from £2m worth of trades (some of which will be buys...) youre absolutely nuts.

Stop being stupid. Do some research... see you tomorrow at 5pm when we're sat at $300.

After hours trades are notorious for this..

No support from indexes or ETFs

Market makers balancing books

Low liquidity - i just saw the price drop 5 dollars from a total of 12 shares being sold...